Wealthquest’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,065
| Closed | -$246K | – | 148 |
|
|
2021
Q1 | $246K | Buy |
+1,065
| New | +$246K | 0.05% | 121 |
|
|
2019
Q4 | $225K | Buy |
+1,529
| New | +$225K | 0.06% | 123 |
|
|
2019
Q3 | – | Sell |
-1,504
| Closed | -$204K | – | 130 |
|
|
2019
Q2 | $204K | Hold |
1,504
| – | – | 0.08% | 125 |
|
|
2019
Q1 | $203K | Sell |
1,504
-150
| -9% | -$20.2K | 0.08% | 128 |
|
|
2018
Q4 | $210K | Buy |
+1,654
| New | +$210K | 0.09% | 121 |
|